Instructional Goal Statement

Instructional Setting and Content Area
JP LLC, a valued client of ABC Corp, articulated their desire of leveraging their internal training resources with the product subject matter expertise and the learning arm of ABC Corp. JP LLC, recognized as one of the financial industries premier service providers. The firm has approximately 1.1 million client accounts and does business in an estimated eight countries and jurisdictions. The firm supports their customer base with a staff of approximately four teams of twenty-five individuals located in the United States and the UK. JP LLC provides their staff with a limited assortment of learning resources through a combination of team member cross-training sessions, webinar demos, and user guides to

JP LLC, a top-tier valued client of ABC Corp, articulated their desire of leveraging their internal training resources with product subject matter expertise and training arm of ABC Corp. Presently the client subscribes to various products and services of ABC Corp; however, the immediate concern, due to a steady stream of employee departures coupled with newly hired team members lacks proficiency utilizing the proprietary system and industry subject matter expertise highlighted the urgency of staff training.

Instructional Goal Statement
Analyst requires new account training instruction in the navigation of the enhanced trade processing system. A customized learning path must be designed to address the lack of familiarity with the proprietary system, applications, and the securities industry. The information retrieved provided a clear picture and or the need for instruction.
ABC Corp’s program manager will develop a customized learning program that will address the following:
 Introductory ILT class is introducing the critical topics government securities